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The Meaningful Money Personal Finance Podcast

Nov 22, 2023

Today we’re going to look at some work that we’ve done for clients in the area of estate and inheritance tax planning, and draw some lessons that might be useful for you in the same area.

Show notes:


Nov 15, 2023

Today we’re continuing in our Real Stories season and we’re going to talk about Protection - talking about the life insurance, critical illness cover and income protection that underpins any financial plan.



Nov 8, 2023

Today we’re going to be asking the question How much is enough? And we’ll go over some real stories of when we’ve helped clients answer that question.

Show Notes:

Retirement Investing Cheatsheet: 

Nov 1, 2023

This week we want to look at one Real Story of a planning journey with a client that has seen some highs and lows. It’ll demonstrate the power of a relationship with a trusted financial planner, and also what can go wrong when someone tries to get too clever.



Oct 25, 2023

Today we begin a new season which will be a bit different, because we’re going to cover some real stories from our years in the financial advice profession. The idea is that the first part of each episode will be going over one or more examples of real client situations and in a particular area of financial planning -...